An interview with Michael Nathanson about a tumultuous year in media, including Disney, streaming, sports, and lessons learned by both the industry and also us as analysts.
The juiciest detail yet came out of the Google antitrust case: how much the company pays Apple. This isn’t just a function of Apple’s leverage, but also Google’s strategic foresight.
Apple’s earnings were fine, with a notable Services spike — is it from Google? Then, Shopify is back to the basics, and looking good for it.
Innovation required humility about the future and openness to what might be possible; Biden’s executive order proscribing AI development is the opposite, blocking progress and hindering the solutions to our greatest challenges.
ESPN has released its financials, which show why they haven’t yet signed a new deal with the NBA. Amazon might bid, but the NBA’s product isn’t as compelling for streaming as it is for cable.
An interview with former TechCrunch editor-in-chief Matthew Panzarino about his career covering technology.
Apple’s iPhone event was better than it seemed, especially if you ignore a misguided video. Then, the iPhone gets another price cut.
An interview with Doug O’Laughlin and Dylan Patel about Google, Nvidia, AWS, ASICS, AMD, and the current status of AI.
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
An interview with Daniel Gross and Nat Friedman about the AI hype cycle, what products are working, the current state of ChatGPT, the data constraint, and Nvidia.